Download Docs
Export
Print

TRUSTFUNDER

99814383 | Trademark citeCite Docket

Interested in this case?

To schedule a demo, contact us at sales@docketalarm.com. Track this case, and find millions of cases like it, let us show you how.
Filed May 10, 2026
Serial No. 99814383
Examining Attorney JOSETTE MICHELLE BEVERLY
Class Software as a service (SAAS) services featuring software for client onboarding and intake, customer relationship management, trust funding guidance and management, asset recording and management, trust and estate administration management, financial and estate document collection, management, and reporting, tracking and facilitating the transfer of assets to trusts, automated reminders and status updates, and secure communication between law firms and their clients; Platform as a service (PAAS) featuring computer software platforms for client onboarding and intake, customer relationship management, asset recording and management, estate administration management, financial and estate document collection, management and reporting, tracking and facilitating the transfer of assets between accounts, automated reminders and status updates, and secure communication between law firms and their clients; Providing a web site featuring temporary use of non-downloadable software for client onboarding and intake, customer relationship management, asset recording and management, estate administration management, financial and estate document collection, management and reporting, tracking and facilitating the transfer of assets between accounts, automated reminders and status updates, and secure communication between law firms and their clients; 100; 101
TRUSTFUNDER
Case Type Service mark
Status A non-final Office action has been sent (issued) to the applicant. This is a letter from the examining attorney requiring additional information and/or making an initial refusal. The applicant must respond to this Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Last Updated: 4 days, 20 hours ago
Filing Date # Docket Text
to view the full docket.